Estate Planning

What You Need to Know About the Final Estate Tax Portability Rules Image
08.13.2015

What You Need to Know About the Final Estate Tax Portability Rules

Recently the IRS issued the final rules governing the "porta...

5 Reasons Why Uncle Bill May Not Make a Good Trustee Image
08.05.2015

5 Reasons Why Uncle Bill May Not Make a Good Trustee

If you have created a dynasty trust that you intend to last...

How Will the 2015 Supreme Court Decisions Affect You and Your Family? Image
07.22.2015

How Will the 2015 Supreme Court Decisions Affect You and Your Family?

While approximately 10,000 cases are appealed to the U.S. Su...

IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request Image
07.16.2015

IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request

Due to the increased volume of federal estate tax return fil...

5 Most Expensive States for Retirees in 2015 Image
07.09.2015

5 Most Expensive States for Retirees in 2015

While there are many factors to consider when choosing the p...

Dispelling the Top 3 Estate Planning Myths Image
06.30.2015

Dispelling the Top 3 Estate Planning Myths

Like any other complex subject, estate planning has its shar...